customer-workspace

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Customer workspace initialization skill. Provides inbox (information accumulation), meeting minutes management, and auto-classification rules. Use for "setup customer workspace" or "add inbox feature" requests.

2installs
Sourceaktsmm/agent-skills
Added on

NPX Install

npx skill4agent add aktsmm/agent-skills customer-workspace

Tags

Translated version includes tags in frontmatter
customer-workspaceskill-initializationinbox-managementmeeting-notesauto-classification

SKILL.md Content

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Customer Workspace Skill

Initialize customer-specific workspaces with information accumulation and meeting notes management.

When to Use

  • Customer workspace, inbox, meeting notes
  • Setting up per-customer workspaces
  • Adding inbox or meeting minutes management
  • Implementing auto-classification rules for customer information

Features

FeatureDescription
InboxPaste chat/email for auto-classification
Meeting NotesConvert Teams AI notes to template format
Auto-RoutingRoute input based on pattern detection
Customer ProfileCentralized customer information

Quick Start

powershell
# Basic
.\scripts\Initialize-CustomerWorkspace.ps1 -CustomerName "Contoso Inc"

# Full options
.\scripts\Initialize-CustomerWorkspace.ps1 `
  -CustomerName "Contoso Inc" `
  -ContractType "MACC" `
  -ContractPeriod "2025/04 - 2028/03" `
  -KeyContacts "John Doe (Infra Lead)"

Generated Structure

{workspace}/
├── .github/
│   ├── copilot-instructions.md    ← Auto-routing rules
│   └── prompts/                   ← Inbox, meeting notes
├── _inbox/{YYYY-MM}.md            ← Inbox files
├── _customer/profile.md           ← Customer profile
└── _templates/                    ← Templates

Auto-Routing Patterns

PatternAction
"Generated by AI"→ Meeting notes
Name + datetime + short text→ Inbox
Contains 
From:
Date:
→ Inbox
Bullet points / short memo→ Inbox
Question format→ Normal response

Default Tags

#network
#cost
#contract
#proposal
#ai
#container
#meeting
#support
#organization
#deadline
#internal

Done Criteria

  • Workspace folder created
  • _inbox/{YYYY-MM}.md
    exists
  • _customer/profile.md
    configured
  • Auto-routing rules working

Key References

  • Inbox Rules
  • Meeting Minutes Rules

Assets

  • assets/_templates/
    - Template files
  • assets/inbox.prompt.md
    - Inbox prompt
  • assets/convert-meeting-minutes.prompt.md
    - Meeting notes prompt
  • assets/copilot-instructions.md
    - Auto-routing rules